PEAK FINANCIAL CONSULTING, INC.

Overview

Peak Financial Consulting, Inc. is an independent registered investment adviser organized as a corporation and operating as a privately owned, individual-run firm. The business focuses on financial planning and portfolio management for individual and family clients, supplemented by educational seminars and workshops. The firm charges a mix of percentage-of-AUM and fixed fees and operates primarily on a discretionary basis, managing client portfolios on behalf of its clients rather than as a purely advisory-only relationship. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, with a meaningful allocation to real estate through third-party managers to add income and diversification. Peak Financial Consulting, Inc. does not position itself as a capital allocator or run proprietary investment products; instead it sources external managers to implement alternative exposures. The firm is not an active ESG investor, is not a multi-state adviser, and does not provide pension consulting.

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Location & Offices